2023 Form 5500 filing — Shindler Neff Llp Self-Employed Retirement Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240915192709NAL0000578051001) for Shindler Neff Llp Self-Employed Retirement Plan, reported by Shindler Neff Llp under EIN 34-4430149 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,951,496
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240915192709NAL0000578051001
Plan sponsor
Shindler Neff Llp
EIN
34-4430149
Plan number
001
Location
Holland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$144.1K
Total expenses$706.8K
Benefits paid / distributions$698.5K
Contributions
Employer$28.1K
Participant$38.7K
Full reported line items
Total assets (EOY)
$1,951,496
Net assets (EOY)
$1,951,496
Employer contributions
$28,121
Participant contributions
$38,700
Total income / additions
$144,096
Benefits paid
$698,470
Administrative expenses
$8,339
Total expenses
$706,809
Net increase / (decrease)
-$562,713

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240915192709NAL0000578051001 cover?
It is the 2023 Form 5500 filing for Shindler Neff Llp Self-Employed Retirement Plan, reported by Shindler Neff Llp (EIN 34-4430149).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages